Verum Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Verum Partners’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.94M	Sell	20,266 -2,049	-9%	-$194K	0.29%	52
2026 Q1	$1.96M	Buy	22,315 +1,891	+9%	+$172K	0.37%	45
2025 Q4	$1.83M	Sell	20,424 -61	-0.3%	-$5.44K	0.37%	47
2025 Q3	$1.82M	Sell	20,485 -498	-2%	-$43.2K	0.39%	47
2025 Q2	$1.76M	Buy	20,983 +11,320	+117%	+$898K	0.4%	48
2025 Q1	$772K	Buy	9,663 +145	+2%	+$11.9K	0.21%	62
2024 Q4	$770K	Sell	9,518 -1,069	-10%	-$89.4K	0.22%	64
2024 Q3	$881K	Sell	10,587 -132	-1%	-$10.6K	0.26%	61
2024 Q2	$837K	Sell	10,719 -166	-2%	-$12.5K	0.27%	59
2024 Q1	$829K	Sell	10,885 -14,483	-57%	-$1.06M	0.29%	59
2023 Q4	$1.78M	Sell	25,368 -1,651	-6%	-$109K	0.71%	39
2023 Q3	$1.72M	Buy	27,019 +1,573	+6%	+$105K	0.77%	38
2023 Q2	$1.7M	Buy	25,446 +37	+0.1%	+$2.35K	1.54%	20
2023 Q1	$1.58M	Sell	25,409 -2,489	-9%	-$153K	1.69%	17
2022 Q4	$1.68M	Buy	+27,898	New	+$1.66M	2.07%	17

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Verum Partners's DGRW Position: Q2 2026 in Review

Verum Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 9.2% in Q2 2026, selling an estimated $194K and leaving 20,266 shares worth $1.94M. The position accounts for 0.29% of the portfolio, ranked #52.

Verum Partners first reported a position in DGRW in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.96M in Q1 2026. 795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Verum Partners held 20,266 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.94M as of Q2 2026.
Verum Partners sold 2,049 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $194K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.29% of Verum Partners's portfolio in Q2 2026, its #52 holding.
Verum Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
Verum Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.96M in Q1 2026.
795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.